The Financial Analyst role involves managing investment models, overseeing alternative investments, and assisting in compliance and financial planning.

The Personal Assistant will manage the executive's calendar, prioritize tasks, coordinate projects, communicate effectively, and handle personal errands and travel arrangements.

The Finance Assistant will support accounts payable, financial record keeping, reporting, audits, and compliance, requiring attention to detail and organizational skills.

The HR Administrator will support recruitment, onboarding, benefits administration, and provide direct employee support in a consulting environment.

Assist with HR consulting services including benefits administration, talent acquisition, onboarding, and payroll while providing excellent client service.

The Client Services Associate will handle client onboarding, account maintenance, asset transfers, and work with advisory teams to meet client financial needs.

The Administrative Office Assistant will manage phones, greet clients, maintain office supplies, plan events, and handle client invoicing, while promoting a positive firm image.

The Relationship Manager at Opal Wealth Advisors serves as the primary contact for clients, ensuring exceptional service and fulfilling client needs alongside advisory teams.

Provide personalized support to the executive in managing the calendar, communications, travel arrangements, and personal errands, while ensuring effective organization and project management.